MELISSA GOODIN


Licensee: HAVANA FINANCIAL SERVICES PTY LTD

MELISSA GOODIN (Adviser# 001003992) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is June 9, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MELISSA GOODIN
Adviser Number 001003992
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000500435
HAVANA FINANCIAL SERVICES PTY LTD
Licence ABN 90619804518
Licence Controlled By Alexander EUVRARD
Adviser Start Date 2018-06-09
Appointing Representative Name TEAM GOODIN PTY LTD
Appointing Representative Number 001258727
Appointing Representative ABN 96619274869
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MELISSA GOODIN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services Kaplan Professional
Bachelor of Arts (Psychology) University of Queensland
Diploma of Financial Services Finsia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000500435 HAVANA FINANCIAL SERVICES PTY LTD
Licence controlled by: Alexander EUVRARD
2018-06-09 - TEAM GOODIN PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2017-10-01 - 2018-06-08 DOVER FINANCIAL ADVISERS PTY LTD
000323825 YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED 2017-01-31 - 2017-09-30 YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
000234656 IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives
2015-12-02 - 2017-01-13 IPAC SECURITIES LIMITED
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
2014-09-01 - 2015-10-23 COMMONWEALTH FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name HAVANA FINANCIAL SERVICES PTY LTD
Licence Number 000500435
Licence ABN 90619804518

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DEAN WEBSTER KIMPTON Havana Financial Services Pty Ltd Current 2018-08-06
DEAN BURKE O'HARA Havana Financial Services Pty Ltd Current 2018-07-04
MICHAEL KEITH WOOD Havana Financial Services Pty Ltd Current 2018-06-19
JOSHUA LANE Havana Financial Services Pty Ltd Current 2018-06-19
KEN CALDERWOOD Havana Financial Services Pty Ltd Ceased 2018-05-21
ALEXANDER BRUCE COOK Havana Financial Services Pty Ltd Current 2018-03-12
THOMAS EUVRARD Havana Financial Services Pty Ltd Current 2018-02-02
NADIA CASSIDY Havana Financial Services Pty Ltd Current 2018-01-09
LACHLAN DOUGLAS SUNDERLAND SCHONFELDER Havana Financial Services Pty Ltd Current 2017-11-27

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DEAN WEBSTER KIMPTON Havana Financial Services Pty Ltd Current 2018-08-06
DEAN BURKE O'HARA Havana Financial Services Pty Ltd Current 2018-07-04
MICHAEL KEITH WOOD Havana Financial Services Pty Ltd Current 2018-06-19
JOSHUA LANE Havana Financial Services Pty Ltd Current 2018-06-19
KEN CALDERWOOD Havana Financial Services Pty Ltd Ceased 2018-05-21
BRENDAN MARK HECK Havana Financial Services Pty Ltd Ceased 2018-05-21
ALEXANDER BRUCE COOK Havana Financial Services Pty Ltd Current 2018-03-12
THOMAS EUVRARD Havana Financial Services Pty Ltd Current 2018-02-02
NADIA CASSIDY Havana Financial Services Pty Ltd Current 2018-01-09
LACHLAN DOUGLAS SUNDERLAND SCHONFELDER Havana Financial Services Pty Ltd Current 2017-11-27

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.